Financial Consultant Partner

4 weeks ago


Birmingham, United States Charles Schwab Full time

Position Type:

Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have

Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

#J-18808-Ljbffr



  • Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...


  • Birmingham, United States StoneX Group Full time

    Overview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...


  • Birmingham, United States StoneX Group Full time

    Overview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...


  • Birmingham, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm Financial Consultant, Financial Planning, Consultant, Financial, Client Relations, Banking, Management

  • Financial Consultant

    4 weeks ago


    Birmingham, AL, United States StoneX Full time

    OverviewConnecting clients to markets – and talent to opportunityWith 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class...


  • Birmingham, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests...


  • Birmingham, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...


  • Birmingham, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...


  • Birmingham, United States FirstBank Full time

    DescriptionPosition Summary: The Financial Center Manager (FCM) leads a team of Associates and is accountable for daily Financial Center operations including oversight of functions that service the Teller line, day-to-day policy and procedure adherence, and improvement of Financial Center performance, specifically the growth of deposits, loans, and referrals...


  • Birmingham, United States FirstBank Full time

    Description Position Summary: The Financial Center Manager (FCM) leads a team of Associates and is accountable for daily Financial Center operations including oversight of functions that service the Teller line, day-to-day policy and procedure adherence, and improvement of Financial Center performance, specifically the growth of deposits, loans,...

  • Financial Analyst

    3 weeks ago


    Birmingham, United States Southern Company Full time

    Play a key role in implementing Enterprise Foundations related reporting and analysis Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies Analyzing financial risks and opportunities and develo Financial Analyst, Analyst, Accounting, Financial, Financial Planning, Business Partner, Manufacturing,...

  • Financial Analyst

    1 month ago


    Birmingham, United States Better Hire Full time

    Job DescriptionJob DescriptionEssential Duties and Responsibilities: Support new facility site(s) set up and geographic location that provides company synergiesDrive financial process standardization and policy complianceJustify CAPEX investments and track ROIProvide support for month-end reviews, forecasts, and annual operating plansHost regular review/ad...

  • Financial Analyst

    1 month ago


    Birmingham, United States Better Hire Full time

    Job DescriptionJob DescriptionEssential Duties and Responsibilities: Support new facility site(s) set up and geographic location that provides company synergiesDrive financial process standardization and policy complianceJustify CAPEX investments and track ROIProvide support for month-end reviews, forecasts, and annual operating plansHost regular review/ad...

  • Financial Analyst

    1 day ago


    Birmingham, United States Better Hire Full time

    Job DescriptionJob DescriptionEssential Duties and Responsibilities: Support new facility site(s) set up and geographic location that provides company synergiesDrive financial process standardization and policy complianceJustify CAPEX investments and track ROIProvide support for month-end reviews, forecasts, and annual operating plansHost regular review/ad...


  • Birmingham, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • Birmingham, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • Birmingham, United States Lord Search & Selection Full time

    c. 75,000 pa + Bonus + Excellent Benefits and Flexible Working Based from home with requirement to access Birmingham offices weekly The Company Our client is a PE backed market leading specialist providing business critical services that support the infrastructure of some of the UK's largest companies. They are looking to appoint a qualified, experienced...


  • Birmingham, Alabama, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Birmingham, United States American Family Care Full time

    American Family Care is looking to fill a Franchise Business Consultant (FBC) role to cover Middle to Southern California and potentially other states in a hybrid capacity. The FBC directly reports to a Director, Franchise Operations and is responsible for working with franchisees to maintain and enhance existing business operations of franchise centers. The...


  • Birmingham, United States Genesys Cloud Services, Inc. Full time

    Genesys empowers more than 7,500 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for customers and employees. Through Genesys Cloud, the #1 AI-powered experience orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized...